Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$183,285,397
Total clients
200
41% high-net worth
Total advisors
5
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
40
Average account size
$916,427
Elevate Capital Advisors is a five-advisor team managing roughly $183 million for about 200 clients, serving individuals (including high-net-worth clients), families, trusts, business entities and pension plans. The firm provides discretionary and non-discretionary portfolio management, pension consulting and fee-based financial planning.
Elevate pursues active management through proprietary strategies that combine fundamental and technical analysis, formalized in an investment policy statement and implemented with continuous monitoring, rebalancing and block trading across accounts. The firm uses derivatives in separately managed accounts — including covered calls, protective puts and inverse ETFs — typically as hedges or overlays alongside long positions.
What distinguishes Elevate from many peers is its use of performance-based fee arrangements for qualified clients and the side-by-side management of those accounts, a practice that is uncommon among similar team firms. The firm also sponsors a private investment fund and discloses potential conflicts of interest — including an affiliated insurance business that earns commissions — and describes steps it takes to mitigate overlapping fee issues for clients invested in the fund.
Fixed fees for financial planning services, e.g., $1500 total, negotiable depending on complexity
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: 0.90% $1,000,001 - $1,500,000: 0.80% $1,500,001 - $2,500,000: 0.70% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.55% $10,000,001+: 0.50%
Commission-based compensation for insurance products sold via affiliated insurance agency
Up to $500 per hour for financial planning services
Performance-based fee for qualified clients with net worth >$2,200,000 or assets >$1,100,000; fixed fee up to 0.50% annually plus up to 20% of annual gross profits subject to high-water mark
Account minimum: $500,000 Fee-only: Hourly fees up to $500/hour; fixed fees commonly $300/hour with total cost around $1500, negotiable based on complexity and scope
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Elevate Capital Advisors
313 Chambers Ave., Suite D
Eagle CO 81631, United States
Number of offices
1
Series 66
Eagle, CO
Elevate Capital Advisors
CFA®, Series 63, Series 66
Eagle, CO
Elevate Capital Advisors
CFA®, Series 63, Series 66
Grand Junction, CO
Elevate Capital Advisors
CFP®, ChFC®, Series 63, Series 66
Eagle, CO
Elevate Capital Advisors
Series 65, Series 66
Eagle, CO
Elevate Capital Advisors
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